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Setting the document and email templates on a pre-build

These are automatically used when a quotation, job/order, etc., is created from the pre-build.

Open the pre-build

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Prebuilds"

Settings menu in Zigaflow with the Prebuilds option highlighted in the left sidebar, between Module Numbering and Rename Fields

3. Click on the module you want to work on

Prebuilds settings with module tabs listed on the left, Quotations tab highlighted below the selected Projects tab

4. Edit a pre-build or create a new one

Pre-builds list with Email Template and Document Templates columns, edit icon highlighted on the Standard pre-build row

Set the document templates

5. Click "Choose Templates"

Pre-build record with the Choose Templates button highlighted next to Save Changes, above the Items and Attachments tabs

6. Change or set the first document template

Pages table with the Name dropdown open, highlighting the "(Body) Default With Photos" template option under Search Filter

7. Tick to finalize the selection

Pre-Build Quotation Creation panel with the tick button highlighted next to the (Body) Default With Photos template

8. To add more templates, click "Add Page"

Quotation Creation screen with the Add Page button highlighted above the template list showing (Body) Default With Photos

9. Select the additional template

Template Name dropdown open below the Type and Name table, with (Body) SectionSummary highlighted in the list

Set the default email template

10. To set the default email, click here

Pre-Build Quotation Creation screen with the unlabeled blue dropdown button highlighted for setting the default email

11. Select the required template

Email template dropdown open with Search Filter, highlighting the Exhibitor Quote option among Default and Site Visit choices
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